TRAINING CHECKLIST COUNTER OPERATIONS. DHL Express. U.S. Postal Service TEAM MEMBER NAME: DHL Express-all services. DHL Size and Weight Restrictions
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1 COUNTER OPERATIONS TEAM MEMBER NAME: DHL Express DHL Express-all services DHL Size and Weight Restrictions DHL Shipment Value Protection rules/rates DHL Invoice reconciliation DHL Supply Orders U.S. Postal Service USPS Postage Meter Operations USPS Changing date-meter USPS Loading meter ribbon USPS Resetting meter postage USPS Sealing envelopes USPS Taping over meter strips USPS Identifying correct postage USPS Online Postage account (Endicia) USPS 1st Class - Letter/Postcard USPS Shape-based Pricing USPS Parcel Post-definition USPS Media Mail-definition, limitations USPS Express Mail-definition, limitations USPS Certified-definition, application USPS Return Receipt USPS Registered Mail & Parcels PROHIBITED USPS Insured Mail-forms, values, limits USPS International Mail USPS International Express Mail USPS International Customs Forms USPS Bulk Mail Quote Call Designate For Assistance USPS Size & Weight Restrictions USPS Traces & Claims USPS Meter & Online Postage Reconciliation USPS Postage Stamp Inventory & Reconciliation USPS Supply Orders
2 United Parcel Service (UPS) UPS WorldShip installation and setup UPS Ground-Residential UPS Ground-Commercial UPS Maximum Size and Weight Limits UPS Dimensional Weight calculation UPS 3 Day Select (Orange Label) UPS 2 Day Air (Blue Label) UPS Next Day Air (Red Label) UPS Air Letters (2-Day & Next Day) UPS International Waybill, Customs Documents, SED, Certificate of Origin UPS Customs credit card form UPS Hundredweight UPS Declared Value UPS C.O.D.- At Point of Sale UPS C.O.D.- Follow-up/Log UPS Returns Plus UPS Delivery Confirmation UPS Traces & Claims-LDI #, Claim Form Etc. UPS Size & Weight Restrictions UPS Saturday Delivery UPS Multi-Package Shipment to Same Address UPS PostalMate overlay on World Ship UPS Drop-off acceptance UPS Drop-off reporting/compensation UPS Supply Orders FedEx Express FedEx Priority Letter-Standard Letter FedEx Priority Package-Standard Package FedEx Economy 2-day Service FedEx International Shipping FedEx International customs FedEx customs credit card waiver FedEx Insurance FedEx Saturday Services FedEx Hundred Weight-Int l & Domestic FedEx Returns processing FedEx FASCnet.com FedEx In Sight FedEx drop-off compensation FedEx Express Supply Orders
3 FedEx Ground FedEx Ground-Home Delivery-Residential-Date Certain, Evening Delivery, Appointment Delivery FedEx Ground-Business FedEx Ground-Declared Value coverage FedEx Ground Size and Weight Restrictions FedEx Ground Supply Orders Courier Service Courier Shipments-Time/Areas Etc. Courier Declared Value Coverage Packaging Service Pack POS Storepak Estimate, Selections, Retrieval Pack Non Fragile Pack Fragile-Double Box Pack Electronics Pack Artwork-Pictures Pack Box Size Adjustments-Box Scoring Pack Custom Box Building Pack Crating-Call Designate For Assistance Pack Ordering Custom Boxes Pack Packing Slip Pack Large Items Mailbox Rental Mailbox Full Understanding & Able To Articulate Reasons Why People Rent Mailboxes Mailbox Phone Sales Mailbox Customer In-Store Presentation Mailbox Rental Procedures (Form #1583, Cust Info etc.) Mailbox Post Rental Procedures Mailbox POS System Setup Mailbox Cancellations Mailbox Mail Forwarding Mailbox Counter Service Mailbox Policies Concerning Privacy and Cooperation With Law Enforcement & Other Government Agencies Mailbox Change of Address Issues Mailbox Late Rental Policies
4 Postage Stamps Stamps Philosophy-Price Perception Stamps Need for Variety of Stamps Stamps Adequate Inventory Levels Retail Merchandise Retail Packaging Materials-Moving Boxes, Tape, Peanuts etc. Inventory, Ordering, Displays, Promotion Retail Greeting Cards & Periphials-Ordering, Stock Rotation of Product, Display & Promotion Retail Business Cards-Sales & Ordering, Promotion Retail Rubber Stamps-Promotion, Sales, Ordering Retail Promotion of New Products, Feedback, Requests Copies Copies Regular Letter, Legal, Ledger Copies Complex-Reduction, Enlargement, Two Sided, Copies Color Copies Binding, Hole Punch Copies Trouble Shooting & Maintenance Copies Supplies & Ordering Fax Fax Programming & Set-up Fax Send & receive-local & Long Distance Fax International-pricing Fax Transmission Report Fax Paper Change & Maintenance Fax Trouble Shooting
5 Key Cutting Keys Single Sided Keys Double Sided Keys Vendor/ordering Laminating Lam All Sizes Notary Notary Procedures-Notarizing Documents Notary Maintaining Log Notary Notary Rules and Regulations Notary Fees Lam Trimming & Odd Sizes Point-of-Sale POS Shipping Packages via all carriers POS Adding/editing Departments POS Adding/editing Products POS Open Register Day Procedure POS Close Register Day Procedure POS End of Day Report Printing POS Cash Register Functions-Ringing Tranactions and Options for Customizing POS Features POS Label Printer Functions-Paper Change etc. POS Receipt Printer-Options, Paper Changes etc. POS Transaction Searches-Retail And Shipments POS Opening & Closing Cash Register POS Products-Adding, Deleting, Pricing, Margins, Inventory, Purchasing, Look-up & Vendors POS Departments-Definition, Adding, Wholesale Factors, Misc Set-up & Options POS Workers-Options & Functions POS Messages Feature POS Customer & Consignee DataBases-Options POS Frequent Shipper Program POS Reports: Cash Register-Sales, Gross Profit, Register Activity, Inventory, Purchasing, By Worker. POS Reports: Shipping-Shipping Profit, Transaction Listing, Frequent Shipper, Customer Listing, UPS Zone and Rate Charts, Declared Value Report POS Setting Carrier Rates POS Accounts Receivable Program POS Mailbox Wizard POS Management of Data-When to Purge System etc..
6 Miscellaneous Maintenance: See Store Maintanence Check List Credit Cards: Credit Card Machine & Printer Operations Administration Banking procedures-deposit days, Store opening/closing procedures Security System operations Accounting Accounting Programs QuickBooks Intro Accounting Sales Tax Returns - What and When Accounting Accounting Cycles Accounting Credit Card Fees-Treatment Options Accounting Weekly Receipts Reconciliation Report Accounting Meter Reconciliation Report Accounting Weekly Worksheets
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